SVB
Scott V. Beechert Portfolio
Invests via Granby Capital Management LLC | Managed by Scott V. Beechert
Invests via Granby Capital Management LLC
Managed by Scott V. Beechert
Automatically Tracked
Scott V. Beechert Profile
With an extensive background in finance and entrepreneurship, Scott V. Beechert has significantly impacted the investment landscape as a growth-stage leader. His expertise spans various sectors, including technology and consumer services, where he has successfully identified opportunities for scaling businesses through strategic partnerships and operational improvements. Over the years, he has cultivated a robust network of relationships across industries that enables him to drive value creation within companies at pivotal moments in their evolution. Additionally, his experience extends into advisory roles that provide valuable insights into market dynamics and business development strategies.
With an extensive background in finance and entrepreneurship, Scott V. Beechert has significantly impacted the investment landscape as a growth-stage leader. His expertise spans various sectors, including technology and consumer services, where he has successfully identified opportunities for scaling businesses through strategic partnerships and operational improvements. Over the years, he has cultivated a robust network of relationships across industries that enables him to drive value creation within companies at pivotal moments in their evolution. Additionally, his experience extends into advisory roles that provide valuable insights into market dynamics and business development strategies.
Investment Philosophy & Strategy
Opportunity recognition is at the forefront of Scott V. Beechert's investment approach, where strategic vision meets operational insight. With a keen eye for identifying high-growth potential within the technology and consumer services sectors, he prioritizes scalable business models that benefit from robust market positioning. By leveraging his expansive professional network, he actively engages in fostering collaborations that enhance value creation and support sustainable growth trajectories. His decisions are informed by an acute understanding of competitive dynamics and industry shifts, enabling a proactive stance toward emerging trends.
Opportunity recognition is at the forefront of Scott V. Beechert's investment approach, where strategic vision meets operational insight. With a keen eye for identifying high-growth potential within the technology and consumer services sectors, he prioritizes scalable business models that benefit from robust market positioning. By leveraging his expansive professional network, he actively engages in fostering collaborations that enhance value creation and support sustainable growth trajectories. His decisions are informed by an acute understanding of competitive dynamics and industry shifts, enabling a proactive stance toward emerging trends.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
34.84%
Gain +0.71%
Monthly
0.63%
Yearly
7.89%
Drawdown
14.47%
$191.72M
Equity
Holdings
$191.72M
Investment
$140.58M
$76.82M
Profit +$1.58M
Realized
$25.68M
Unrealized
$51.14M
Dividends
$19.59M
Goals
Avg. 94% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.71%
Profit
$1.58M
Win %
89%
This Week
Compared To Last Week
Gain
0.83%
Profit
$1.58M
Win %
89%
This Month
Compared to last month
Gain
0.16%
Profit
$305,281.23
Win %
89%
This Year
Compared to last year
Gain
4.38%
Profit
$7.87M
Win %
89%
SPY SPDR S&P 500 ETF Trust
+1.7%
+$1.13M 
IVV iShares Core S&P 500 ETF
+1.45%
+$140,400 
VEU Vanguard FTSE All-World ex-US ETF
+1.4%
+$456,300 
IHRT IheartMedia Inc.
+1.25%
+$7,500 
XLU Utilities Select Sector SPDR Fund
+0.75%
+$43,550 
RSP Invesco S&P 500 Equal Weight ETF
+0.67%
+$113,200 
NUV Nuveen Municipal Value Fund, Inc.
+0.06%
+$4,180.56 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.04%
+$2,975.35 
WGHW
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 273 | Longs Won 142/273 52% | Profit Factor 5.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.11M |
| Average Win $654,231.07 | Best Trade (Jun 15) $11.55M | Sharpe Ratio -28.29 |
| Average Loss -$122,743.19 | Worst Trade (Sep 30) -$1.35M | Z-Score -1.92 (96.95%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 6d | Expectancy $281,397.27 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 1,562 | 1,406 | 1,250 | 1,094 | 937 | 781 | 625 | 469 | 313 | 156 |
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Returns
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